Number of Shares
142,250.00
Current Holdings Value*
$14.54 Mil
% of Portfolio
10.8%
Total Estimate Gain
$4.28 Mil
% of Total Estimate Gain
25.22%

Pacific Wealth Strategies Group, Inc.'s ProShares S&P 500 Dividend Aristocrats ETF Holding Summary

As of 2025-03-31, Pacific Wealth Strategies Group, Inc. held 142,250.00 shares of ProShares S&P 500 Dividend Aristocrats ETF(NOBL), totaling $14.54 Mil. This investment constitutes 10.8% of their stock portfolio, and Pacific Wealth Strategies Group, Inc. now holds 0.12% of the outstanding ProShares S&P 500 Dividend Aristocrats ETF(NOBL) stock.

The initial trade took place in 2018Q2. And since then Pacific Wealth Strategies Group, Inc. has made 21 purchases of NOBL, at an average price of $78.80, for a total of 215,468.00 shares. In addition, there have been 6 sales at an average price of $88.24 for 73,218.00 shares. Based on historical transaction data and NOBL's current price of $104.04, Pacific Wealth Strategies Group, Inc.'s estimated gain on his NOBL holdings is $4.28 Mil, reflecting a 25.22% gain to date.

Pacific Wealth Strategies Group, Inc. NOBL ($104.04) Holding Chart

Pacific Wealth Strategies Group, Inc. NOBL ($104.04) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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